summary | Admin-Einstellung Über die Schaltfläche gelangt man in die administrativen Einstellungen des CRMLinkIT (Outlook-Plugin).Hier wird u.a. festgelegt, wer Zugriff auf das CRMLinkIT (Outlook-Plugin) hat, wer das CRMLinkIT administrieren darf und welche Projekte/Solutions mit dem CRMLInkIT CRMLinkIT in welcher Form verknüpft werden. Zugriff auf Admin-Einstellungen bei Ersteinrichtung Nach der Erstinstallation sind die Admin-Einstellungen zunächst nicht verfügbar.Um dennoch einen Benutzer als Admin einrichten zu können und Ihm Zugriff auf die Admin-Einstellungen zu ermöglichen,kann man diese öffnen, indem man in den Benutzer-Einstellungen mehrfach auf die Versionsnummer ganz unten klickt.Durch mehrmaliges Klicken erscheint ein Eingabefenster mit einer Passwortabfrage.Das Admin Passwort wird von unserem Supporter eingegeben.Dieses Passwort wird nicht an den Endkunden weitergegeben ! Die Admin-Einstellungen unterteilen sich in zwei Bereiche: Projektverwaltung und Benutzerverwaltung.Bei der Ersteinrichtung sollte man zuerst in die Benutzerverwaltung gehen und dort einen Admin hinterlegen. Zunächst wird über die Schaltfläche "Neuen Benutzer anlegen" (1) ein neuer Benutzer hinzugefügt. Über das Dropdown-Menü links neben der Schaltfläche kann der entsprechende Windows-Account ausgewählt werden.Anschließend gibt man bei den User Details den CRM-Loginnamen (2) des ausgewählten Benutzers ein und setzt den Haken bei der Checkbox "Administrator" (3).Dies genügt schon, um die Schaltfläche "Admin-Einstellungen" für diesen Benutzer verfügbar zu machen.Über die Checkbox "Protokollierung aktiv" kann eine detaillierte Protokollierung der Synchronisationsvorgänge aktiviert werden.Diese ist im Normalbetrieb nicht zwingend notwendig, kann aber hilfreich sein, wenn es zu Fehlern kommt und man diese genauer untersuchen möchte.Da die Protokollierung jedoch kaum Auswirkungen auf die Performance hat, sollte diese standardmäßig aktiviert werden.Die Protokolldateien werden im APPDATA-Verzeichnis des aktuellen Windows-Benutzers abgelegt: %APPDATA%\cosmolink\CRMLinkIT\Log\Über die Checkbox "E-Mails nach Versand ablegen" legt man fest, ob die Synchronisation ausgehender E-Mails standardmäßig aktiviert ist.Diese Option ist als eigenständige Schaltfläche im E-Mail-Dialogfenster verfügbar und kann pro E-Mail nochmal individuell gesetzt werden: In den Admin-Einstellungen können auch die Standard-Einstellungen für die automatische Synchronisation von Terminen und E-Mails festgelegt werden.Die Checkbox "Sync aktiv" gibt dabei jeweils vor, ob die automatische Synchronisation direkt beim Start von Outlook schon aktiv ist oder erst per Klick vom Anwender aktiviert werden muss.Für beide Synchronisations-Automatismen kann auch jeweils das Intervall in Minuten angegeben werden, zu dem die automatische Synchronisation stattfinden soll.Über Benutzergruppen können verschiedene Gruppen definiert werden, die die Anzeige der Konfigurationen mehrerer Benutzer in den CRMLinkIT-Einstellungen übersichtlicher gestaltet.Diese Benutzergruppen haben nichts mit Windows-Gruppen oder CRM-Benutzergruppen zu tun.Unter Projektzuweisungen kann man sehen, welchen Projekten der Benutzer zugeordnet ist und ob diese aktiv sind.Bevor man mit den restlichen Benutzern weiter macht und die Projektzuordnungen vornimmt, sollte aber zunächst das Projekt bzw. die Projekte konfiguriert werden.Hierzu wechselt man in den Reiter: Projektverwaltung Bitte beachten! Wenn die o.g. Checkbox gesetzt ist, werden ausgehende E-Mails allerdings auch nur dann automatisch synchronisiert, wenn sie direkt aus Outlook heraus versendet werden. Da das CRMLinkIT (Outlook-Plugin) keine direkte Verknüpfung zum CRM besitzt und somit auch nicht mitbekommt, wenn eine E-Mail aus dem CRM heraus versendet wird, muss für die automatische Synchronisation ausgehender E-Mails auch der entsprechende Outlook-Ordner "Gesendete Elemente" überwacht werden. |
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page | {"id":"5OiakJD2Unwpx_LbsMFNW","name":"page","children":[{"id":"c9stnAMvL1LlKbee3xxEW","params":{"background":"#FAFBFC","padding":20,"gap":10},"children":[{"id":"ht3dRyp56G5yXgryV84_o","name":"row","children":[{"id":"eM4w8eyLltKLfA5fFuVPW","name":"column","children":[{"name":"image","params":{"templateId":"full-width","alignment":"start","position":"center center","borderRadius":{"all":0,"bbl":0,"bbr":0,"btl":0,"btr":0,"isIndividualCorners":false},"width":84,"height":78,"image":{"value":"att178225158","target":"_blank","type":"attachment"}},"children":[],"id":"oRnY0F2eBQo79iw43vU60"},{"name":"text","params":{"value":[{"type":"paragraph","children":[{"type":"paragraph","children":[{"lineHeight":"24px","letterSpacing":0,"text":"Admin-Einstellung","fontFamily":"Open Sans, 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paragraph","value":[{"type":"paragraph","children":[{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"text":"Die Admin-Einstellungen unterteilen sich in zwei Bereiche: Projektverwaltung und Benutzerverwaltung.","fontFamily":"Open Sans, sans-serif","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Bei der Ersteinrichtung sollte man zuerst in die Benutzerverwaltung gehen und dort einen Admin hinterlegen.","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]}]}]},"children":[],"id":"HxfoojNlZBbMOU-vSlJSS"},{"name":"image","params":{"templateId":"full-width","alignment":"center","position":"center 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Elemente\" überwacht werden.","color":{"light":"#202022cc","dark":"#ffffffcc"}}]}]},"children":[],"id":"5HiukoZH333h1t4fgA6jJ"}],"id":"ycqNBwGxRLTmBMmu2eJtE"},{"name":"text","params":{"templateId":"simple paragraph","value":[{"type":"paragraph","children":[{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"text":"In den Admin-Einstellungen können auch die Standard-Einstellungen für die automatische Synchronisation von Terminen und E-Mails festgelegt werden.","fontFamily":"Open Sans, sans-serif","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Die Checkbox \"","color":{"type":"solid","light":"#555","dark":"#ffffff"}},{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Sync 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